Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Gopher Broke who wrote (43254)	6/7/2001 6:00:16 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Gopher did not listen to the cc but from bloomberg headlines - number of cpus sold revised down (SSB), GM at the low end, expenses within the range, acquisition expenses are higher but intel refused to comment, revenue is slightly below mid-range if gm is at low end, and number of cpus sold is lower so how did intel managed to get the revenue and profits to slightly lower than mid range Regards -Albert

To: Gopher Broke who wrote (43254)	6/7/2001 6:03:09 PM
From: jamok99	Respond to of 275872

Gopher, re: <<There were several rumours of Intel deliberately channel stuffing, giving discounts for taking shipment by freight rather than air. Did any analysts ask that question or did they all behave themselves like good lapdogs?>> Even as you speak, CNBC is reporting that Joe Osha (who obviously has a position to defend) is asking at the CC about how much product is sitting on shelves waiting to go into machines. INTC apparently answered to the effect that they have no way to accurately tell what the status of aftermarket inventories are. One of the things that those on this thread must admit, by their own observations, INTC is a master of fudging uncomfortable facts, and influencing the street to spin things their way. They seem to have successfully done this today, and both INTC and AMD have benefitted in AH. Interesting to see how things play from here, given that the sector is moving on hopes and perceptions of better times, rather than current fundamentals.

To: Gopher Broke who wrote (43254)	6/7/2001 6:04:32 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Gopher, Re: There were several rumours of Intel deliberately channel stuffing, giving discounts for taking shipment by freight rather than air. Did any analysts ask that question or did they all behave themselves like good lapdogs? Yes, IIRC Oshua asked about it (not directly, of course). Bryant responded that he doesn't expect that their customers are building up inventory but admitted that it was difficult to determine that. He also said that he expected inventories for Intel to be slightly up at the end of the quarter. Andreas